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Composite India - GARP Fund
Composite India - GARP Fund

Composite India - GARP Fund

  • Composite Investments Pvt Ltd
  • Small AND Mid Cap
  • 23
    Out of 29*
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PMS Bazaar
Portfolio age7 years
-12.93%
-11.37%
Hurdle Rate**10.00%
Fixed fee1.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/03/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (16.01%)
Allocation by Market Cap
Small Cap (30.81%)
Mid Cap (32.24%)
Large Cap (20.93%)
Sector Holdings
  • Financial Services29.93%
  • Capital Goods14.52%
  • Construction11.65%
  • Healthcare10.48%
  • Automobile and Auto Components9.43%
Stock Holdings
  • Cash & Cash Equivalents16.01%
  • APL Apollo Tubes Limited8.01%
  • Eicher Motors Ltd.7.54%
  • Piramal Finance Ltd7.27%
  • Garware Hi-Tech Films Limited7.1%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Mar, 2026)
Inception Date
Apr 22, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.00%
Variable Fee
No Option
Hurdle Rate
10.00%
Profit Sharing
20% Profit Sharing over 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To generate long term capital growth by investing in a portfolio of equity stocks across market capitalization which are well placed to benefit from the India growth story and are available at reasonable valuations.

Investment Approach

Multi cap strategy, fund can buy and hold stocks across market capitalizations.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Composite India - GARP Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
30 Out of 57
Fixed Fee
1.00%
Scheme Return
16.17%
Benchmark Return
-11.37%
Small Midcap
AUM (₹ Cr)
₹121.47 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 57
Fixed Fee
2.00%
Scheme Return
44.39%
Benchmark Return
-11.3%
Bin73 Sunrise Alpha
AUM (₹ Cr)
₹39.70 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 57
Fixed Fee
2.50%
Scheme Return
30.05%
Benchmark Return
-11.37%
Diversified Fund
AUM (₹ Cr)
₹449.18 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 57
Fixed Fee
2.00%
Scheme Return
27.5%
Benchmark Return
-11.37%
Xylem Maverick Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 57
Fixed Fee
No Option
Scheme Return
23.72%
Benchmark Return
-11.37%
QueenBee
AUM (₹ Cr)
₹106.71 Cr
Hurdle Rate
0.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 57
Fixed Fee
1.00%
Scheme Return
23.68%
Benchmark Return
-11.4%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Composite Investments Pvt Ltd
Composite Investments Pvt Ltd manages assets worth Rs 250.08 crores. Its current offering of PMS schemes includes 2 Small And Mid Cap schemes.

AUM (₹ cr)

250.08 (As on Mar, 2026)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Composite India - GARP Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
30 Out of 57
Fixed Fee
1.00%
Scheme Return
16.17%
Benchmark Return
-11.37%
Composite India - Emerging Star Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
32 Out of 57
Fixed Fee
1.00%
Scheme Return
15.93%
Benchmark Return
-11.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Composite India - GARP Fund?
The hurdle rate of Composite India - GARP Fund is 10.00%.
What is the fixed fee charged in Composite India - GARP Fund ?
The fixed fee charged in Composite India - GARP Fund is 1.00%.
What is the variable fee charged in Composite India - GARP Fund ?
There is no option for Variable fee.
What is the profit sharing in Composite India - GARP Fund ?
The profit sharing in Composite India - GARP Fund is 20% Profit Sharing over 10% Hurdle.
What is the minimum investment in Composite India - GARP Fund ?
The minimum investment in Composite India - GARP Fund is ₹50 Lacs
What type of scheme is Composite India - GARP Fund?
Composite India - GARP Fund is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Composite India - GARP Fund?
The inception date of Composite India - GARP Fund is Apr 22, 2019.
What is the exit load of Composite India - GARP Fund?
Exit load is 0%

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